Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEFCX (FRANKLIN FOCUSED CORE EQUITY FUND ADVISOR CLASS) | NA | 23.53% | 12.05% | 8.08% | NA | NA | NA | … | … |
Data as of 02/13/2020, Common starting date is 10/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEFCX (FRANKLIN FOCUSED CORE EQUITY FUND ADVISOR CLASS) | 10/07/2014 | 02/13/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | 23.53 | 12.05 | 8.08 | NA | NA | NA | … | … | 4.78 | 31.53 | -5.50 | 12.51 | 6.25 | -2.43 | 6.73 |
| Sharpe Ratio | NA | 1.73 | 0.77 | 0.48 | NA | NA | NA | … | … | 4.03 | 2.21 | -0.37 | 1.37 | 0.33 | -0.15 | 2.03 |
| Standard Deviation(%) | NA | 12.81 | 14.24 | 15.29 | NA | NA | NA | … | … | 11.65 | 13.66 | 18.43 | 8.68 | 17.99 | 16.16 | 15.81 |
| Draw Down(%) | NA | 7.28 | 20.13 | 25.05 | NA | NA | NA | … | … | 2.88 | 7.28 | 20.13 | 4.52 | 15.76 | 14.63 | 6.33 |
| Yield(%) | 0.00 | 0.23 | 4.84 | 3.55 | 2.15 | 1.44 | 1.08 | … | … | 0.00 | 0.26 | 13.14 | 0.00 | 0.00 | 3.12 | 2.48 |
Data as of 02/13/2020, Common starting date is 10/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEFCX (FRANKLIN FOCUSED CORE EQUITY FUND ADVISOR CLASS) |
3.60%
Apr 2015 – Apr 2018 |
7.05%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEFCX (FRANKLIN FOCUSED CORE EQUITY FUND ADVISOR CLASS) |
12.52%
Jun 2016 – Jun 2019 |
8.96%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart